Morning Memo
Wealth Management Morning Memo

FEBRUARY 4, 2020

HIGH NET WORTH

What's in President Trump's Tax Returns?

President Donald Trump's insistence on keeping his tax records private feels wrong, but it's not necessarily evidence that he is doing wrong.

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PODCASTS

Dead Celebrity Podcast: Elizabeth Taylor and Philanthropy

Elizabeth Taylor chose one cause—AIDS—as her mission in life to support.  Even after her death, the foundations and organizations she created and supported are still thriving.

Brought to you by FS Investments

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SPONSORED CONTENT

Understanding the Concerns and Needs of Business Owners

Holistic approach to growth, wealth preservation and eventual success of the business.

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CLIENT RELATIONS

Don’t Leap Before You Look

The myriad benefits of thoughtful action for advisors.

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SPONSORED CONTENT

Tax Planning Strategies for 2020

5 retirement planning to consider now for 2020.

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The Daily Brief

REGULATION AND COMPLIANCE

Advocates Say SEC Proxy Change Limits Corporate Owners' Oversight

Advocates like As You Sow, Green America and the Americans for Financial Reform gathered more than 18,000 signatures in opposition to an SEC proposal that would make it harder for owners to put petitions on corporate proxies.

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PEOPLE

SagePoint OSJ in New Jersey Leaps to LPL

Advisor and OSJ manager Salvatore Dispenziere III will bring over the three advisors in his office as well as three other individual practices he supervises.

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SPONSORED WEBINAR

CE CREDIT WEBINAR: Retirement Planning for Clients Under the SECURE Act

The provisions of the Setting Every Community Up for Retirement Enhancement Act took effect 1/1/20, drastically changing beneficiary payouts for IRAs & Roth IRAs by putting an end to the stretch strategy. Learn the basics of the new law & explain how they affect three sets of potential beneficiaries. 

Thursday, February 27, 2020 | 2:00 PM Eastern Standard Time

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